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MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameMANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN
Plan identification number 001

MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC
Employer identification number (EIN):263918895
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PETER FARRELL2024-08-09
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01PETER W. FARRELL
0012017-01-01PETER W. FARRELL
0012016-01-01PETER W. FARRELL
0012015-01-01LAWRENCE MERIGHI LAWRENCE MERIGHI2016-07-21
0012014-01-01LAWRENCE MERIGHI LAWRENCE MERIGHI2015-09-29
0012013-01-01LAWRENCE MERIGHI LAWRENCE MERIGHI2014-05-19
0012012-01-01LAWRENCE MERIGHI LAWRENCE MERIGHI2013-06-11
0012011-01-01LAWRENCE MERIGHI LAWRENCE MERIGHI2012-05-08
0012009-01-01LAWRENCE MERIGHI LAWRENCE MERIGHI2010-05-20

Plan Statistics for MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN

Measure Date Value
2022: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0113
Number of participants with account balances2022-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-0111
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0114
Number of participants with account balances2021-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0113
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0113
Number of participants with account balances2020-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0113
Number of participants with account balances2019-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0114
Number of participants with account balances2018-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN

Measure Date Value
2022 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-757,113
Expenses. Total of all expenses incurred2022-12-31$854,081
Benefits paid (including direct rollovers)2022-12-31$850,161
Total plan assets at end of year2022-12-31$4,143,590
Total plan assets at beginning of year2022-12-31$5,754,784
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$137,452
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,032,902
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,611,194
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,143,590
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,754,784
Assets. Value of participant loans2022-12-31$19,614
Total contributions received or receivable from employer(s)2022-12-31$138,337
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,920
2021 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$960,467
Expenses. Total of all expenses incurred2021-12-31$3,222
Total plan assets at end of year2021-12-31$5,754,784
Total plan assets at beginning of year2021-12-31$4,797,539
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$131,809
Other income received2021-12-31$698,760
Net income (gross income less expenses)2021-12-31$957,245
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,754,784
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,797,539
Assets. Value of participant loans2021-12-31$23,242
Total contributions received or receivable from employer(s)2021-12-31$129,898
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$689,338
Expenses. Total of all expenses incurred2020-12-31$279,498
Benefits paid (including direct rollovers)2020-12-31$274,002
Total plan assets at end of year2020-12-31$4,797,539
Total plan assets at beginning of year2020-12-31$4,387,699
Value of fidelity bond covering the plan2020-12-31$450,000
Total contributions received or receivable from participants2020-12-31$119,284
Other income received2020-12-31$447,393
Net income (gross income less expenses)2020-12-31$409,840
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,797,539
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,387,699
Assets. Value of participant loans2020-12-31$26,750
Total contributions received or receivable from employer(s)2020-12-31$122,661
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,496
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,028,667
Expenses. Total of all expenses incurred2019-12-31$45,896
Benefits paid (including direct rollovers)2019-12-31$43,211
Total plan assets at end of year2019-12-31$4,387,699
Total plan assets at beginning of year2019-12-31$3,404,928
Value of fidelity bond covering the plan2019-12-31$450,000
Total contributions received or receivable from participants2019-12-31$112,355
Other income received2019-12-31$836,514
Net income (gross income less expenses)2019-12-31$982,771
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,387,699
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,404,928
Assets. Value of participant loans2019-12-31$30,014
Total contributions received or receivable from employer(s)2019-12-31$79,798
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,685
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-17,606
Expenses. Total of all expenses incurred2018-12-31$231,513
Benefits paid (including direct rollovers)2018-12-31$229,252
Total plan assets at end of year2018-12-31$3,404,928
Total plan assets at beginning of year2018-12-31$3,654,047
Value of fidelity bond covering the plan2018-12-31$450,000
Total contributions received or receivable from participants2018-12-31$109,355
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-224,542
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-249,119
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,404,928
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,654,047
Assets. Value of participant loans2018-12-31$36,853
Total contributions received or receivable from employer(s)2018-12-31$97,581
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,261
2017 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$668,490
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$3,654,047
Total plan assets at beginning of year2017-12-31$2,985,557
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$108,729
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$444,901
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$668,490
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,654,047
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,985,557
Assets. Value of participant loans2017-12-31$42,205
Total contributions received or receivable from employer(s)2017-12-31$114,860
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$316,035
Expenses. Total of all expenses incurred2016-12-31$56
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$2,985,557
Total plan assets at beginning of year2016-12-31$2,669,578
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$90,500
Expenses. Other expenses not covered elsewhere2016-12-31$56
Contributions received from other sources (not participants or employers)2016-12-31$794
Other income received2016-12-31$129,170
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$315,979
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,985,557
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,669,578
Assets. Value of participant loans2016-12-31$19,229
Total contributions received or receivable from employer(s)2016-12-31$95,571
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$125,968
Expenses. Total of all expenses incurred2015-12-31$68
Total plan assets at end of year2015-12-31$2,669,578
Total plan assets at beginning of year2015-12-31$2,543,678
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$64,702
Expenses. Other expenses not covered elsewhere2015-12-31$68
Other income received2015-12-31$-16,372
Net income (gross income less expenses)2015-12-31$125,900
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,669,578
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,543,678
Assets. Value of participant loans2015-12-31$28,484
Total contributions received or receivable from employer(s)2015-12-31$77,638
2014 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$292,758
Expenses. Total of all expenses incurred2014-12-31$9,630
Total plan assets at end of year2014-12-31$2,543,678
Total plan assets at beginning of year2014-12-31$2,260,550
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$56,732
Expenses. Other expenses not covered elsewhere2014-12-31$9,630
Other income received2014-12-31$176,208
Net income (gross income less expenses)2014-12-31$283,128
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,543,678
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,260,550
Assets. Value of participant loans2014-12-31$25,910
Total contributions received or receivable from employer(s)2014-12-31$59,818
2013 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$203,466
Expenses. Total of all expenses incurred2013-12-31$8,072
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,260,550
Total plan assets at beginning of year2013-12-31$2,065,156
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$203,466
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$195,394
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,260,550
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,065,156
Assets. Value of participant loans2013-12-31$36,212
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,072
2012 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$165,605
Expenses. Total of all expenses incurred2012-12-31$7,756
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,065,156
Total plan assets at beginning of year2012-12-31$1,907,307
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$165,605
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$157,849
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,065,156
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,907,307
Assets. Value of participant loans2012-12-31$45,746
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,756
2011 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$5,269
Expenses. Total of all expenses incurred2011-12-31$317,102
Benefits paid (including direct rollovers)2011-12-31$308,331
Total plan assets at end of year2011-12-31$1,907,307
Total plan assets at beginning of year2011-12-31$2,219,140
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$8,771
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$5,269
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-311,833
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,907,307
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,219,140
Assets. Value of participant loans2011-12-31$54,771
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$206,377
Expenses. Total of all expenses incurred2010-12-31$6,172
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,219,140
Total plan assets at beginning of year2010-12-31$2,018,935
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$206,377
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$200,205
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,219,140
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,018,935
Assets. Value of participant loans2010-12-31$17,200
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,172

Form 5500 Responses for MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN

2022: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MANDERS MERIGHI PORTADIN FARRELL ARCHITECTS, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number115841
Policy instance 1
Insurance contract or identification number115841
Number of Individuals Covered12
Insurance policy start date2017-01-01
Insurance policy end date2017-11-13
Total amount of commissions paid to insurance brokerUSD $8,407
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,407
Insurance broker organization code?3
Insurance broker nameMERILL LYNCH LIFE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number115841
Policy instance 1
Insurance contract or identification number115841
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,141
Total amount of fees paid to insurance companyUSD $125
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,141
Insurance broker organization code?3
Amount paid for insurance broker fees125
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameKT ADMINISTRATORS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number115841
Policy instance 1
Insurance contract or identification number115841
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,632
Total amount of fees paid to insurance companyUSD $1,175
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $16,632
Insurance broker organization code?3
Amount paid for insurance broker fees1175
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameKT ADMINISTRATORS, INC.

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